研究报告


半导体


MLCC市场快讯_20221213

2022/12/13

MLCC

 PDF

根据美国零售联盟(NRF)最新数据显示,今年感恩节消费者重返实体商场购物人数年成长9%,使得解封后的首次黑五购物季销售表现超乎预期...

Foundry市场快讯_20221212

2022/12/12

晶圆制造/代工

 PDF

关于TSMC Arizona Fab21,呈TrendForce于2022/11/14出刊的market bulletin当中提及,该厂共规划六期(phase)...

Overview of Semiconductor Subsidy Policies

2022/12/09

晶圆制造/代工

 PDF

1. European Chips Act
2. US Subsidy Policies
3. Japan Subsidy Policies
4. Partnership between Japan and the US
5. LSTC
6. Cooperation Framework and Organization of Rapidus
7. Strategy for Future Development and Cooperation
8. Conclusion

Overview of Semiconductor Subsidy Policies

2022/12/09

晶圆制造/代工

 PDF

1. European Chips Act
2. US Subsidy Policies
3. Japan Subsidy Policies
4. Partnership between Japan and the US
5. LSTC
6. Cooperation Framework and Organization of Rapidus
7. Strategy for Future Development and Cooperation
8. Conclusion

NAND Flash产业分析报告-4Q22

2022/12/09

闪存 , 智能手机

 PDF

4Q22 NAND Flash市场面短评:高通膨及利率攀升压抑企业资本支出,enterprise SSD采购需求明显下滑,而NB及smartphone也因经济走缓而持续下修...

Mobile DRAM产业分析报告-4Q22

2022/12/08

内存 , 智能手机

 PDF

3Q22 smartphone生产总数为2.89亿支,较2Q22略减0.9%,打破第三季旺季正成长的铁律...

DRAM产业分析报告-4Q22

2022/12/08

内存

 PDF

3Q22的DRAM产业营收来到18,187M美金,较上季度衰退28.9%;该衰退幅度仅次于2008年底,因金融海啸所引发的国际消费紧缩...

DRAM市场快讯_20221207

2022/12/07

内存

 PDF

展望12月,TrendForce认为,DRAM合约价仅在server领域仍有议价进行,因此仍会出现约5%的单月跌幅...

NAND Flash市场快讯_20221207

2022/12/07

闪存

 PDF

各项终端应用中仅网通需求有较明确的订单展望,其余产品采购订单仍乏善可陈,普遍买方对库存仍十分节制...

iPhone新机带动3Q22前十大晶圆代工产值季增6%,惟产值已攀顶峰下行风暴将至

2022/12/05

晶圆制造/代工

 PDF

根据全球市场研究机构集邦科技TrendForce调查显示,随着供应链进入库存修正期,终端及芯片厂目标将库存消化至疫情前健康水位...